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Business Analyst


Denver, CO


Permanent - Hybrid

Calling all CRIMS / CRD experts! Our client is in the financial services industry, and looking for a new Business Analyst to understand and capture requirements for better use of the CRIMS platform. If you have experience with equity trading, requirements gathering/analysis, process mapping, and working between technical and non-technical teams, apply today! Relocation and sponsorship are available!


In this role, you would be a Business Analyst in the Investment, Trading & Compliance Technology team. You would work with portfolio managers, traders, compliance officers, and their support staff to understand, capture, and refine/implement workflows within the team scrums. Charles River Investment Management System (CRIMS)/Charles River Development (CRD) is critical!

How YOU Will Spend YOUR Days:

  • Keep up to date with changes reflected in internal and vendor software. Identify where new functionality could be usefully implemented and offer efficiencies in the Front Office.

  • Liaise with wider technology teams to coordinate interdependencies and resolve issues.

  • Work with data teams to ensure investment professionals are presented with accurate security master, trading, execution, commission, position, and lot-level data.

  • Contribute to the maintenance of issue logs, meeting minutes, meeting schedules, project summaries, and updates.

  • Produce quality test strategies and plans and lead all aspects of system and user acceptance testing.

  • Carry out other duties as assigned.

What YOU Bring:

Must haves:

  • Experience working with Manager Workbench, Trade Blotters, with Modelling, Portfolio Management, Compliance, Order Management, Trading, and Execution Management systems including expertise with multiple modules of the Charles River Investment Management System, Version 20r+.

  • Have a working history with Equity Traders, PMs, compliance, and operations, understanding the full lifecycle of trades.

  • Possess sensitivity to the trader’s / PM’s time and ensure that this sensitivity is in mind for all interactions.

  • Experience in the analysis process: from requirements gathering in the form of user stories, writing acceptance criteria/test cases, implementation, capturing sign-offs, and presenting demos to businesses.

  • Ability to analyze high-level requirements and translate these into overall detailed system-level designs to be used for architectural design, cost/benefit analysis, and solution development.

  • Understand and document Process Maps using tools such as Visio or LucidCharts.

  • A good knowledge of financial products used in Asset Management including Equity and complex Derivative instruments. Have experience in implementing change across these instrument types.

  • SQL proficiency is sufficient to analyze data and investigate stored procedures written in Transact SQL.

  • Understanding of messaging technologies used for the communication of transactional data to 3rd parties.

  • Understand change delivery within the asset management sector.

Nice to have:

  • Agile Experience.

  • Experience with Flextrade EMS, Bloomberg EMSX, FXConnect.

  • FIX Protocol experience.

  • Knowledge of Jira and confluence.

  • Ability to communicate, present, influence, reason, and demonstrate the ability to articulate information technology concepts to non-technology personnel in a clear and compelling manner.

  • Ability to deliver on heavy workloads and exceed high expectations while remaining focused and organized in a fast-paced environment.

Location: Denver, CO - 3 days a week onsite (open to anyone willing to relocate!)

Compensation: $140k - $170k per year

No third parties please

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